Managers of Wealth

Ping An Bank’s Private Banking Sector: Tailoring Services for High-Net-Worth Individuals

Ping An Bank has tailored its services to focus primarily on wealth preservation and asset appreciation.

Dakota Wealth Management Acquires C2C Wealth

Strategic acquisition adds a third Massachusetts office for the firm

The Wealth Management Landscape in Asia: An Era of Growth and Innovation

This wealth boom is creating unprecedented opportunities for private bankers and wealth managers.

Fifty days of teleworking at Indosuez Wealth Management

HR director Christophe Ciré, who has been at the helm of the project since his appointment in May, provides more insight.

Swiss Banking 2024: The People in the Spotlight

For these people, 2024 will thus be a year on razor's edge.

Private bank Baumann & Cie is in great shape

The institute did not (yet) provide concrete figures; For 2022, the company reported a result of 16.6 million francs.

Awards recognise excellence in wealth management field

Designed to recognise “innovation and excellence” during the year, the awards are organised by the global private wealth publisher.

Zurich wealth manager's head of equities joins Top 50 IAM

Angelika Stückler is the new head of equities at Alpen Partners.

Mercer Advisors snaps up Transitions Wealth Management

Mercer Advisors has made a deal to snap up a US-based firm.

ADIB-Egypt introduces personalized Shariah-compliant private banking services for high-net-worth clients

ADIB-Egypt’s vanguard Shariah-compliant private banking proposition redefines wealth management standards

At the turn of the year: “Hard work was less important to the banker in 2023”

A good time to look back at the old year again.

HSBC Continental Europe: Completion of the Sale of Retail Banking Business in France, Including the Sale of HSBC SFH (France)

My Money Group and CCF are under the control, directly or indirectly, of funds and accounts managed or advised by Cerberus Capital Management L.P.

Data strategies to be key theme in asset management: Riccardo Lamanna

Delano asked Luxembourg investment industry professionals about the top issue on their radar for the coming year.

Allen Tomas & Co partners with Fairstone Wealth Management

But co-owner Michael Crisp said the new partnership would allow them to focus more on the customer service side of the business.

Where seven private bank CIOs see the ‘sweet spot’ in bonds

Will the year ahead provide easy pickings across the board for fixed income investors or are there clear no-go zones?

How Gen Z is navigating the world of wealth

How does the asset management industry persuade Gen Z to save?

EFG Wealth Management Israel CEO: “This is a country that is eternally optimistic”

CEO of EFG Wealth Management Israel, Joseph Wolf, spoke to CTech at Calcalist’s 2024 Forecasts event about the resilience of the Israeli economy.

Wealth Enhancement Group Announces the Addition of Foundational Wealth Advisory, a Hybrid RIA in Macon, Georgia

The addition of Foundational Wealth Advisory marks Wealth Enhancement Group's third office in Georgia.

Pacific Trustees, Labuan IBFC hold wealth management masterclass

Labuan IBFC, located off the coast of East Malaysia, provides a safe and holistic ecosystem for businesses, acting as a gateway for companies to Southeast Asia while implementing an efficient and flexible tax system.

Top 100 wealth management and other financial services firm visitors to TWM in 2023

A veritable who's who of the world's leading wealth management and other financial services firms using The Wealth Mosaic

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